Ibew Local 595 Pension Plan — Form 5500 plan (Board Of Trustees, Ibew Local 595 Pension Plan)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Ibew Local 595 Pension Plan is a benefit plan reported by Board Of Trustees, Ibew Local 595 Pension Plan under EIN 94-6279541 and plan number 001. The latest loaded filing year is 2023. The filing reports 3,336 participants and $531,354,141 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees, Ibew Local 595 Pension Plan
- EIN
- 94-6279541
- Plan number
- 001
- Plan type
- 1
- Location
- Pleasanton, CA
- Latest filing year
- 2023
- Participants
- 3,336
- End-of-year plan assets
- $531,354,141
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,336 | H, C | 20241015142532NAL0028757025001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $531,354,141
- Total liabilities (EOY)
- $722,669
- Net assets (EOY)
- $530,631,472
- Net assets (BOY)
- $496,653,454
Income & contributions
- Employer contributions
- $26,829,305
- Total contributions
- $26,829,305
- Total income / additions
- $78,932,316
Expenses & distributions
- Benefits paid
- $41,189,792
- Administrative expenses
- $3,764,506
- Total expenses
- $44,954,298
- Net increase / (decrease)
- $33,978,018
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Sierra Investment Partners, Inc. | NONE | $788,099 | not reported in the loaded dataset | 2023 |
| Washington Capital Management, Inc. | NONE | $749,994 | not reported in the loaded dataset | 2023 |
| Hamilton Lane Advisors, LLC | NONE | $527,446 | $0 | 2023 |
| Victory Capital Management | NONE | $309,372 | $0 | 2023 |
| Benesys, Inc. | NONE | $229,268 | not reported in the loaded dataset | 2023 |
| Investment Performance Services LLC | NONE | $180,000 | not reported in the loaded dataset | 2023 |
| Electrical Industry Service Corp. | RELATED ORGANIZATION | $160,751 | not reported in the loaded dataset | 2023 |
| Dodge & Cox | NONE | $150,091 | $0 | 2023 |
| Great Lakes Advisors, LLC | NONE | $124,390 | not reported in the loaded dataset | 2023 |
| Rael & Letson | NONE | $104,406 | not reported in the loaded dataset | 2023 |
| Amalgamated Bank | NONE | $57,525 | $0 | 2023 |
| Leonard Carder, Llp | NONE | $55,344 | not reported in the loaded dataset | 2023 |
| Miller Kaplan Arase Llp | NONE | $45,800 | not reported in the loaded dataset | 2023 |
| Stephen Horn Insurance Services | NONE | $0 | $19,471 | 2023 |
| San Joaquin & Calaveras Cntys Jatc | NONE | $14,811 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees, Ibew Local 595 Pension Plan
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Pleasanton, CA
- Sierra Investment Partners, Inc. — Schedule C compensation
- Washington Capital Management, Inc. — Schedule C compensation
- Hamilton Lane Advisors, LLC — Schedule C compensation
- Victory Capital Management — Schedule C compensation
- Benesys, Inc. — Schedule C compensation
- Investment Performance Services LLC — Schedule C compensation
- Electrical Industry Service Corp. — Schedule C compensation
- Dodge & Cox — Schedule C compensation
- Great Lakes Advisors, LLC — Schedule C compensation
- Rael & Letson — Schedule C compensation
- Amalgamated Bank — Schedule C compensation
- Leonard Carder, Llp — Schedule C compensation
- Miller Kaplan Arase Llp — Schedule C compensation
- Stephen Horn Insurance Services — Schedule C compensation
- San Joaquin & Calaveras Cntys Jatc — Schedule C compensation